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Phillips 66
PSX

Overview Fund Activity

1,112 hedge funds and large institutions have $28.8B invested in Phillips 66 in 2017 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 402 increasing their positions, 470 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
-39
Holders Change %
-3.39%
% of All Funds
27.72%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.32%
New
74
Increased
402
Reduced
470
Closed
103
Calls
$294M
Puts
$446M
Net Calls
-$152M
Net Calls Change
-$118M

Top Buyers

1
BlackRock
BlackRock
New York
+$2.11B
2
O
OppenheimerFunds
New York
+$312M
3
NSLI
Nan Shan Life Insurance
Taiwan
+$129M
4
ClearBridge Investments
ClearBridge Investments
New York
+$111M
5
NEAM
New England Asset Management
Connecticut
+$104M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$306M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$132M
3
Capital World Investors
Capital World Investors
California
-$131M
4
IAM
Iridian Asset Management
Connecticut
-$117M
5
HFA
Harvest Fund Advisors
Pennsylvania
-$78.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNB
901
Ledyard National Bank
$221K +$60.4K +760 +38%
TWA
902
TCI Wealth Advisors
Arizona
$220K -$5.23K -66 -2%
CG
903
Caprock Group
Idaho
$220K +$17.3K +219 +9%
CC
904
Cognios Capital
Kansas
$219K +$316 +4 +0.1%
CIAN
905
Capstone Investment Advisors (Netherlands)
New York
$219K +$60.8K +766 +38%
BOS
906
Bank of Stockton
California
$217K +$217K +2,747 New
GXMC
907
Global X Management Company
New York
$215K +$47.6K +602 +28%
TCOV
908
Trust Company of Vermont
Vermont
$214K -$9.27K -117 -4%
FMC
909
First Merchants Corp
Indiana
$214K – – –
TAM
910
Todd Asset Management
Kentucky
$213K -$29.3M -370,064 -99%
MWM
911
Modera Wealth Management
New Jersey
$213K -$97.8K -1,235 -31%
ST
912
Smithfield Trust
Pennsylvania
$210K -$3.32K -42 -2%
Koshinski Asset Management
913
Koshinski Asset Management
Illinois
$209K +$23.8K +301 +13%
FHA
914
Flagship Harbor Advisors
Massachusetts
$208K -$1.56K -20 -0.7%
BP
915
Ballentine Partners
Massachusetts
$208K +$208K +2,617 New
WJA
916
Williams Jones & Associates
New York
$206K – – –
TSW
917
Thompson Siegel & Walmsley
Virginia
$206K – – –
SICM
918
Sustainable Insight Capital Management
New York
$206K +$206K +2,600 New
ACI
919
Alpha Cubed Investments
California
$206K +$206K +2,601 New
CPIG
920
Chicago Partners Investment Group
Illinois
$205K -$71.9K -910 -26%
SCA
921
Salient Capital Advisors
Texas
$205K -$2.77K -35 -1%
AFG
922
Albion Financial Group
Utah
$204K – – –
JFL
923
Jarislowsky, Fraser Ltd
Quebec, Canada
$204K – – –
Cerity Partners
924
Cerity Partners
New York
$204K +$204K +2,574 New
CIA
925
Choate Investment Advisors
Massachusetts
$204K +$204K +2,569 New
35 36
37
38 39